YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.87%
9,451
-62
27
$1.58M 0.87%
26,403
-3,877
28
$1.55M 0.85%
9,114
+1,285
29
$1.55M 0.85%
3,202
-1,297
30
$1.49M 0.82%
11,251
+15
31
$1.48M 0.82%
24,043
-366
32
$1.42M 0.78%
4,062
-71
33
$1.41M 0.78%
9,429
-34
34
$1.39M 0.76%
15,422
+1,019
35
$1.35M 0.74%
15,015
+1,353
36
$1.33M 0.73%
7,700
37
$1.31M 0.72%
6,194
+89
38
$1.3M 0.71%
8,176
-1,350
39
$1.27M 0.7%
1,345
-41
40
$1.25M 0.69%
64,384
-465
41
$1.17M 0.65%
6,943
-120
42
$1.16M 0.64%
6,984
+605
43
$1.12M 0.62%
54,378
-3,777
44
$1.08M 0.6%
4,182
+661
45
$1.06M 0.58%
6,917
+676
46
$1.06M 0.58%
2,371
+21
47
$1.05M 0.58%
7,354
-117
48
$1.04M 0.57%
29,917
+8,523
49
$1.03M 0.57%
22,701
+46
50
$1.03M 0.56%
6,000
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